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Deductions & credits
Amy,
I have tried all ones, all nines, all zeroes, and leaving the space blank. None of them gets past the Turbotax checking system. I have been told about some of the other workarounds, like putting the money on line 21, but that will not get me the State exclusion on pensions. I was also told to enter it as foreign income, but the options that have to be ticked in that section do not apply.
According to the instructions for form 1040 SR, foreign pensions go online 5a and 5b, which is the Pension section. TurboTax seems to have a problem on this issue. In previous years putting in all ones worked, but not this year. Most of the community chats I have found on this issue are dated in previous year.
Hope you can help.
Nancy
‎February 15, 2024
11:45 AM